Msp Wealth Management, LLC
Msp Wealth Management, LLC is an SEC-registered mass-market adviser in Klamath Falls, OR with $228.5M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Msp Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306522, SEC 801-117846, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $228.5M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Klamath Falls, OR
- Employees
- 6
- Clients
- 414
- CRD
- 306522
- Ownership
- SCROGGIN, TERRENCE, JOHN; ARMBRUSTER, AUTUMN, BROOKE; PETERSON, ANDREW, ELDON; DEGROOT, GERRIN, PATRICK; Carr, John, Thomas
How much AUM does Msp Wealth Management, LLC have?
Msp Wealth Management, LLC reported $228.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Msp Wealth Management, LLC?
Disclosed owners and executives of Msp Wealth Management, LLC include SCROGGIN, TERRENCE, JOHN, ARMBRUSTER, AUTUMN, BROOKE, PETERSON, ANDREW, ELDON, DEGROOT, GERRIN, PATRICK, Carr, John, Thomas. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.